Kerry A. Mallory Email and Phone Number
Kerry A. Mallory work email
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Kerry A. Mallory personal email
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For 18 years I've been an experienced advisor to clients and their families, helping them make better financial decisions, live generously, and leave a lasting legacy. My goal is to walk through each season of life as your trusted advisor to help you have clarity and confidence around your finances so that you can focus on the things that matter most--like growing a business or pursuing a career, spending more time with children or grandchildren, enjoying retirement, or giving generously to favorite causes.If you want help in making wise financial decisions, I can advise you in areas such as: managing cash flow, growing assets while decreasing debt, overseeing investment portfolios, working toward financial independence, planning for retirement, developing tax-efficient estate and strategic giving plans, helping with special needs beneficiaries, managing trust assets, and settling your estate.I’d love to use my technical expertise and biblical wisdom to help!All the best,Kerry
Blue Trust
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National Managing DirectorBlue Trust Dec 2022 - PresentAtlanta, Georgia, United StatesLeads the Private Wealth and Everyday Steward divisions of Blue Trust. Responsible for driving excellent client service and growth throughout the firm’s sixteen offices across the U.S. -
Sr. Private Wealth AdvisorRonald Blue Trust Apr 2014 - PresentGreater Atlanta AreaRonald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states.* Our services include:• Financial, retirement, and estate… Show more Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $13 billion in assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to more than 9,500 clients across the wealth spectrum in all 50 states.* Our services include:• Financial, retirement, and estate planning• Investment management• Cash flow and budget planning• Charitable giving strategies• Personal trust and estate settlement• Business consulting services• Family Office• Professional Athlete services• Institutional services• Retirement plan consulting *As of 12/31/22 and subject to change Show less -
Regional Managing Director - East CoastRonald Blue Trust Jan 2021 - Dec 2022Atlanta, Georgia, United States -
Sales Manager Of Ga/Sc Private Wealth Management Group (Senior Vice President)Regions Bank Mar 2012 - Feb 2014Greater Atlanta Area -
Private Banking Area Executive (Senior Vice President)Regions Bank Apr 2005 - Feb 2012Montgomery, Alabama Area -
Area Manager Of Mortgage Banking For Central Alabama (Vice President)Amsouth Bank May 2003 - Mar 2005Montgomery, Alabama Area -
Management ConsultantBain And Company 2001 - 2003Sydney, Australia -
Business Banking Relationship Manager (Vice President)Amsouth Bank Jul 1994 - Jul 1999Fort Myers, Florida Area
Kerry A. Mallory Skills
Kerry A. Mallory Education Details
Frequently Asked Questions about Kerry A. Mallory
What company does Kerry A. Mallory work for?
Kerry A. Mallory works for Blue Trust
What is Kerry A. Mallory's role at the current company?
Kerry A. Mallory's current role is Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy..
What is Kerry A. Mallory's email address?
Kerry A. Mallory's email address is ka****@****hoo.com
What schools did Kerry A. Mallory attend?
Kerry A. Mallory attended The Wharton School Of Business, Birmingham-Southern College.
What skills is Kerry A. Mallory known for?
Kerry A. Mallory has skills like Investment Management, Retirement Planning, Financial Planning, Estate Planning, Budgeting, Asset Allocation, Succession Planning, Risk Management, Investment Advisory, Business Planning, Financial Analysis, Small Business Lending.
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